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Guide · checked November 2026

Best portfolio analytics for European and multi-currency investors in 2026

Investors outside the US usually hold UCITS ETFs on European exchanges and want results in their own currency, such as euros, pounds or Swiss francs. Tools differ in which listings they cover, how they separate a fund’s return from currency moves, and whether the base currency can be changed after you set it.

Published by MEDGE Capital, which is one of the tools listed. Details of the other tools come from their public pages, checked in November 2026, with a link to each source below. Prices are list prices for one user, before tax; check with the vendor before you buy. The order is not a ranking.

ToolCurrencies and listingsPrice
MEDGE CapitalUS and European listings in the same portfolio, UCITS ETFs included, each analysed on its own price history and in its own trading currency, so a fund’s return is not mixed with a currency move; backtests, regimes, optimization and, from Essential, stress tests.Free plan; Essential €14.99, Plus €39.99, Pro €59.99, Advisor €159 a month; 7-day Plus trial
Curvo BacktestFunds available in Europe, data in euro with pound and Swiss franc simulations; fund histories extended with the underlying index net of costs.Free
justETFPortfolio currency in EUR, CHF, GBP or USD; portfolio simulation (backtest) on Premium.Free (1 portfolio); Premium 5 €9.90 and Premium 25 €19.90 a month billed annually, VAT included
Portfolio PerformanceEach security keeps its trading currency, the base currency can be changed, and exchange rates come from the ECB back to 1999.Free, open source
SharesightPortfolio currency set by tax residency, foreign holdings converted at intraday rates, and a multi-currency valuation report on Standard and above.Free (10 holdings); UK Starter £6, Standard £14, Premium £21 a month billed annually, VAT included
ParqetSelectable display currency; securities in more than 40 currencies converted to your home currency at historical rates.Basic free; Plus €11.99 and Investor €29.99 a month

MEDGE CapitalOur tool

Portfolio analytics for self-directed investors and independent advisors.

Currencies and listings
US and European listings in the same portfolio, UCITS ETFs included, each analysed on its own price history and in its own trading currency, so a fund’s return is not mixed with a currency move; backtests, regimes, optimization and, from Essential, stress tests.
Price
Free plan; Essential €14.99, Plus €39.99, Pro €59.99, Advisor €159 a month; 7-day Plus trial
Fits if
you mix UCITS ETFs, US listings and single stocks and want analysis and stress tests, not only tracking.

Start with MEDGE

Curvo Backtest

Backtesting tool for European index investors.

Currencies and listings
Funds available in Europe, data in euro with pound and Swiss franc simulations; fund histories extended with the underlying index net of costs.
Price
Free
Fits if
you want long index-based backtests of European ETF portfolios.

Source: Backtest updates · About Backtest

justETF

ETF database and portfolio tool for European investors.

Currencies and listings
Portfolio currency in EUR, CHF, GBP or USD; portfolio simulation (backtest) on Premium.
Price
Free (1 portfolio); Premium 5 €9.90 and Premium 25 €19.90 a month billed annually, VAT included
Fits if
you choose ETFs from a European database and want to track or simulate them.

Source: Offer · Portfolio settings

Portfolio Performance

Open-source desktop app for tracking portfolio performance.

Currencies and listings
Each security keeps its trading currency, the base currency can be changed, and exchange rates come from the ECB back to 1999.
Price
Free, open source
Fits if
you want a free, local record of a multi-currency portfolio.

Source: Currency settings

Sharesight

Online portfolio tracker with tax reporting.

Currencies and listings
Portfolio currency set by tax residency, foreign holdings converted at intraday rates, and a multi-currency valuation report on Standard and above.
Price
Free (10 holdings); UK Starter £6, Standard £14, Premium £21 a month billed annually, VAT included
Fits if
you need multi-currency tracking with tax reports.

Source: Pricing (UK) · Multi-currency report

Parqet

Web portfolio tracker.

Currencies and listings
Selectable display currency; securities in more than 40 currencies converted to your home currency at historical rates.
Price
Basic free; Plus €11.99 and Investor €29.99 a month
Fits if
you want a European tracker that converts every holding to your currency.

Source: Pricing · Currencies

Frequently asked questions

Can I backtest UCITS ETFs in euros?
Yes. Curvo Backtest works in euro on funds available in Europe, justETF simulates portfolios on its Premium plans, and MEDGE analyses UCITS ETFs on their own price history, in their trading currency.
How do portfolio tools handle holdings in several currencies?
Most convert each holding to a base currency at historical exchange rates, so the result mixes the fund’s return with the currency move. Some also show the two parts separately, which tells you how much of a gain or loss came from the exchange rate.
Can I change a portfolio’s base currency after creating it?
It depends on the tool. Portfolio Performance lets you change it; in Sharesight the portfolio currency follows tax residency and cannot be changed later. MEDGE analyses each holding in its own trading currency, so there is no single base currency to convert into.

More comparisons

Analyse UCITS ETFs and US listings in one portfolio.

Free plan with no time limit, no brokerage connection. Not investment advice.

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